Tuesday, March 31, 2015 9:36:03 AM
They provided some pricing/recurring income data and early margins.
They confirmed the spaces of entry into the market place and the wisdom of addressing the needs in the Windows environment, what competition? lol (90% of the market)
Their products can be sold separately or converged. I hear bundled, but could have other implications I do not understand.
Road trip!!!! And sounds like they wrap that up in NY for the bell ringing. So busy face to face meetings for Q2.
Other than hoping to see more clearly defined revenues for GW it is really not a surprise to be reminded that they are just beginning to ramp those sales. And yes the guys need to polish their presentation skills. Maybe the CFO is the one to take point on CC's.
I knew a private company years ago who's accountant represented the face of the company when dealing with the public just because he was the one good at it. Play to strengths.
Now that I think about it maybe some strategic planning is in order as they are about to launch the road shows. What is the primary goal of these trips?
Product sales or selling the company to investors?
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